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Passing Down Holiday Traditions


The holidays aren’t just about presents, parties, or the perfect gingerbread house (although those are fun). They’re about the traditions, the memories, and the things that make your family unique….

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Estate Planning Lessons from a Holiday “Scrooge”: Protect Your Legacy, Roast Beast and All


The Grinch wasn’t exactly a holiday role model. Sure, he redeemed himself in the end, but his life before that joyful Whoville feast was a logistical nightmare—especially from an estate…

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Protecting Your Elderly Parents from Fraud


Fraud targeting seniors often begins subtly – a seemingly harmless phone call, text, or email that quickly escalates into a web of deceit. Scammers may pose as government officials, financial…

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Celebrating Those Who Have Loved Us the Longest


Thanksgiving is a time for gathering, sharing, and, most importantly, giving thanks to those we love. As we celebrate, it’s natural to reflect on the importance of family, especially our…

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Navigating Difficult Conversations About Aging with Loved Ones


Talking about aging with your elderly loved ones is one of the most important conversations you can have, yet it can also be incredibly challenging. It’s natural to feel nervous…

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Creating a Safe and Supportive Home Environment for Aging Family Members


When Sarah moved her mother, Jean, back into her home, she quickly realized that her cozy two-story house wasn’t designed for someone with mobility concerns. Jean had always been fiercely…

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Beware the Curse of the Unwritten Will!


Imagine this: You’ve worked hard all your life, building up your possessions, saving money, and creating memories. But what happens to all that when you’re no longer around? It’s not…

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Estate Planning Awareness Week: A Simple Guide to Protecting Your Loved Ones


You’ve probably heard about the importance of planning for the future, but how often do you think about what happens to your loved ones after you’re gone? That’s where estate…

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Prince’s Estate: A Rock ‘n’ Roll Lesson in Estate Planning


When Prince left this world in 2016, he didn’t just leave behind an iconic catalog of music—he left a legal nightmare that rivaled any chart-topping drama. Despite being a musical…

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How Often Should I Update My Estate Plan: Life Milestones


  How Often Should I Update My Estate Plan? Estate planning is a crucial aspect of financial and personal well-being. However, it’s not a “set it and forget it” process….

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